YHB Investment Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,439
-355
| -13% | -$37.5K | 0.02% | 269 |
|
|
2025
Q1 | $224K | Hold |
2,794
| – | – | 0.02% | 273 |
|
|
2024
Q4 | $221K | Hold |
2,794
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $217K | Sell |
2,794
-460
| -14% | -$35.7K | 0.02% | 275 |
|
|
2024
Q2 | $216K | Hold |
3,254
| – | – | 0.02% | 269 |
|
|
2024
Q1 | $213K | Sell |
3,254
-6,140
| -65% | -$401K | 0.02% | 264 |
|
|
2023
Q4 | $541K | Hold |
9,394
| – | – | 0.05% | 183 |
|
|
2023
Q3 | $500K | Buy |
9,394
+400
| +4% | +$21.3K | 0.05% | 189 |
|
|
2023
Q2 | $613K | Sell |
8,994
-985
| -10% | -$67.1K | 0.06% | 175 |
|
|
2023
Q1 | $601K | Sell |
9,979
-110
| -1% | -$6.62K | 0.06% | 175 |
|
|
2022
Q4 | $646K | Sell |
10,089
-140
| -1% | -$8.96K | 0.07% | 166 |
|
|
2022
Q3 | $503K | Buy |
10,229
+665
| +7% | +$32.7K | 0.06% | 187 |
|
|
2022
Q2 | $458K | Buy |
9,564
+4,185
| +78% | +$200K | 0.05% | 191 |
|
|
2022
Q1 | $353K | Buy |
5,379
+2,400
| +81% | +$158K | 0.03% | 220 |
|
|
2021
Q4 | $242K | Hold |
2,979
| – | – | 0.02% | 293 |
|
|
2021
Q3 | $203K | Buy |
+2,979
| New | +$203K | 0.02% | 300 |
|
|
2016
Q3 | – | Sell |
-4,765
| Closed | -$221K | – | 168 |
|
|
2016
Q2 | $221K | Buy |
+4,765
| New | +$221K | 0.05% | 159 |
|
|
2015
Q4 | – | Sell |
-4,765
| Closed | -$206K | – | 164 |
|
|
2015
Q3 | $206K | Buy |
+4,765
| New | +$206K | 0.05% | 154 |
|